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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
601
Quantitative Investment Management
Virginia
$615K +$598K +5,552 New
CG
602
Colony Group
Massachusetts
$611K -$86.2K -800 -13%
OPS
603
Orion Portfolio Solutions
Nebraska
$600K +$583K +5,412 New
GT
604
Greenleaf Trust
Michigan
$597K +$17.7K +164 +3%
SHFA
605
SC&H Financial Advisors
Maryland
$584K +$568K +5,268 New
IF
606
Intrua Financial
Texas
$583K +$5.17K +48 +0.9%
AIP
607
Almanack Investment Partners
Pennsylvania
$578K -$8.19K -76 -1%
MCWS
608
McKinley Carter Wealth Services
West Virginia
$578K – – –
HCA
609
Harbour Capital Advisors
Virginia
$576K -$21.5K -200 -4%
NICM
610
Neo Ivy Capital Management
New York
$573K +$481K +4,460 +630%
AA
611
ALPS Advisors
Colorado
$568K -$139K -1,288 -20%
FT
612
Fiduciary Trust
Massachusetts
$556K – – –
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$556K +$23.3K +216 +4%
CI Investments Inc
614
CI Investments Inc
Ontario, Canada
$553K -$90.1K -836 -14%
DT
615
Diversified Trust
Tennessee
$552K +$212K +1,972 +65%
BBI
616
Baxter Bros Inc
Connecticut
$551K – – –
BCV
617
Banque Cantonale Vaudoise
Switzerland
$546K -$86.2K -800 -14%
GWSG
618
GPS Wealth Strategies Group
Colorado
$546K +$9.48K +88 +2%
PCM
619
Parsons Capital Management
Rhode Island
$544K – – –
PA
620
Parallel Advisors
California
$536K +$46.5K +432 +10%
MCM
621
McMillion Capital Management
North Carolina
$532K – – –
A
622
Astrantus
Cyprus
$532K +$517K +4,800 New
WANY
623
Wealthspire Advisors (New York)
New York
$527K -$1.29K -12 -0.3%
AF
624
Allworth Financial
California
$527K +$102K +944 +25%
AWM
625
Aberdeen Wealth Management
Illinois
$525K -$10.8K -100 -2%